Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolioTH
UL LLC
EIN 94-3282454Latest filing 2025
Plans
4
Retirement
2
$2.22B assets
Welfare
2
$6.6M premiums
Participants
14,861
333 PFINGSTEN RD - NORTHBROOK, IL 60062847-272-8800
Retirement portfolio analytics
2 plans aggregated / $2.22B assets / 10,414 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
88%top
- (Not disclosed)88%
- PRINCIPAL LIFE INSURANCE COMPANY12%
Participants by plan
Active + retired + deferred vested
- OF UL LLC (#001)1,978
Benefits portfolio analytics
2 plans / $6.6M premiums / 7,927 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.3M
- Health$2.8M
- Life$2.6M
- Short-term disability$2.6M
- Long-term disability$2.6M
- Vision$518K
Carrier market share
Premium dollars by Schedule A carrier
42%top
- BLUE CROSS OF CALIFORNIA42%
- AFLAC39%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
- EYEMED VISION CARE8%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UL FINANCIAL SECURITY PLAN
401k
Assets$1.96B
Participants8,436
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF UL LLC
TraditionalDB
Assets$261.7M
Participants1,978
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
UL LLC WELFARE BENEFITS PLAN
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$6.6M
Covered lives7,927
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523
MAJOR MEDICAL PLAN FOR RETIRED EMPLOYEES
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UL FINANCIAL SECURITY PLAN | 401k | $1.96B | 8,436 | 2024 | |
| 001 | THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF UL LLC | TraditionalDB | $261.7M | 1,978 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | UL LLC WELFARE BENEFITS PLAN | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $6.6M | 7,927 | 2025 | |
| 523 | MAJOR MEDICAL PLAN FOR RETIRED EMPLOYEES | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans